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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,081 | $202,440-39.7% | $169,390-27.9% | $139,466-12.5% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.2%-77.2pp | 80.3%-80.3pp |
| Annual return | 13.85% | 532.36%-518.5pp | 406.07%-392.2pp | 373.66%-359.8pp |
| Employer contribution / active EE | $55,789 | $4,693+1088.8% | $4,013+1290.4% | $4,754+1073.5% |
| Participant deferral / active EE | $94,353 | $6,940+1259.5% | $6,222+1416.3% | $6,712+1305.8% |
| Admin fee / account holder | $155,373 | $10,722+1349.1% | $9,015+1623.5% | $11,409+1261.9% |